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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,313 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,966 | $60,989+241.0% | $60,919+241.4% | $66,949+210.6% |
| Participation rate | 99.0% | 74.5%+24.6pp | 73.1%+25.9pp | 69.8%+29.2pp |
| Annual return | -13.82% | -9.60%-4.2pp | 16.96%-30.8pp | 1.57%-15.4pp |
| Employer contribution / active EE | $11,228 | $2,661+322.0% | $2,704+315.3% | $2,545+341.1% |
| Participant deferral / active EE | $14,421 | $3,615+299.0% | $3,814+278.1% | $4,239+240.2% |
| Admin fee / account holder | $10 | $338-97.1% | $3,228-99.7% | $594-98.3% |